Oil & Energy Menu Security
Grant, edit or revoke access to menus, sub-menus and information by selecting the appropriate Level in the Oil & Energy Module. Options in italics indicate a sub-menu or information that user accounts can be granted access.
Learn more about Available Levels here.
Options | Available Levels | Level |
Main Menu |
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Access Action Items | 0 - 1 | |
Access Customers | 0 - 4 |
1- View Only 2- Edit Phone, Contact Name, Email, Loyalty Card Info 3- All except Edit Buyers 4- Add and Full Access |
Budget Billing | 0 - 3 |
1- View Only 2- Edit Tanks 3- Full Access |
Edit Customer Address | 0 - 2 |
1- 00 Only 2- Edit all Ship-to Addresses |
Edit Status | 0 - 1 | |
Energy Assistance Commitments | 0 - 2 |
1- View Only 2- View and Edit |
Customer Service | 0 - 1 | |
Access Devices | 0 - 2 |
1- View only 2- Full Access |
Access Open Orders | 0 - 3 |
1- All except modify tier price/discount or view margins 2- Modify Tier Price or Tier Discount 3- View Margins |
Edit Contract Price | 0 - 1 | |
Access Closed Orders | 0 - 3 |
1- View only 2- View and reverse 3- View, reverse, and see gross profit |
Access O&E Fees | 0 - 2 |
1 - View only 2 - Full Access |
Orders Needing Attention | 0 - 1 | |
Access Split Orders | 0 - 2 |
1 - View only 2 - View and reverse |
Energy Assistance Payment | 0 - 1 | |
Energy Assistance Payments for Inactive Customers | 0 - 1 | |
Alter Budget Billing Payment Amounts | 0 - 1 | |
Access Fuel Tax | 0 - 1 | |
Access Margin Tier Pricing | 0 - 1 | |
Update Margin Tier Pricing | 0 - 1 | |
Route Activity | 0 - 1 | |
Contracts & Agreements | 0 - 1 | |
Graduated Lease Terms | 0 - 2 | 1 - View only 2 - Full Access |
Record Degree Days | 0 - 1 | |
Manage Degree Days | 0 - 1 | |
Generate Scheduled Orders | 0 - 1 | |
Clone Daily Route Setup | 0 -1 | |
Daily Route Setup | 0 - 1 | |
Assign Deliveries | 0 - 1 | |
Print Deliveries | 0 - 1 | |
Purchasing/Receiving | 0 - 1 | |
Summer Fill | 0 - 1 | |
Access Graduated Lease Terms | 0 - 1 | |
Purchasing/Receiving | 0 - 1 | |
Movements | 0 - 1 | |
Access Delivery Zones | 0 - 1 | |
Access Equipment | 0 - 1 | |
Access Equipment Manufac | ||
Access Regulator Manufacturers | 0 - 1 | |
Access Regulators | 0 - 1 | |
Access Tanks | 0 - 2 |
1 - All except Capital Cost and Date 2 - Full Access |
Access Automatic Fees | 0 - 1 | |
Reason Codes | 0 - 1 | |
Contracts and Agreements | ||
Open Sales Contracts | 0 - 2 |
1- All except complete 2- Full Access |
Closed Sales Contracts | 0 - 1 | |
Service Contracts | 0 - 1 | |
Lease Agreements | 0 - 1 | |
Override Lease Billings | 0 - 1 | |
Summer Fill | ||
Assign Summer Fill Tanks | 0 - 1 | |
Generate Summer Fill Orders | 0 - 1 | |
Void Remaining Summer Fill Orders | 0 - 1 | |
Purchasing/Receiving | ||
Fuel Purchase Order Quick Find | 0 - 1 | |
Access Open Fuel Purchase Orders | 0 - 3 |
1- Add and Edit all Requisitions (no close) 2- Add and edit all Requisitions and POs (no close) 3- Full Access |
Approve POs | 0 - 2 |
1- Approve Inventory only 2- Approve Inventory and Non-Inventory |
Update Vendor Cost | 0 - 1 | |
Complete with GL Distribution | 0 - 1 | |
Receive POs | 0 - 2 |
1- Yes, but can not see cost 2- Yes, with cost shown |
Edit Freight at Receipt Time | 0 - 1 | |
Edit Product Unit Cost After Receipts | 0 - 1 | |
Access Closed Fuel Purchase Orders | 0 - 2 |
1- Everything except Complete 2- Full access including Complete |
Edit Product Unit Cost After Receipts | 0 - 1 | |
Browse PO Accrual | 0 - 1 | |
Complete with GL Distribution | 0 - 1 | |
Browse PO Tax Accrual | 0 - 1 | |
Movements | ||
Fuel Expense Transfers | 0 - 2 |
1- All except edit Location, Profit Center, Tax Code 2- Full Access |
Access Open Site Fuel Transfers | 0 -2 |
1 - All except edit of freight and other fees (2 step) 2 - Full Access |
Access Closed Site Fuel Transfers | 0 - 1 | |
Adjust Truck Inventory | 0 - 1 | |
View Truck Inventory | 0 - 1 |